In Odoo, customer, suppliers, and other types of contacts are all stored in the same model (database table).
In Odoo 12 it was easy to see whether a contact was a customer or a vendor (supplier), and you could make changes.
In Odoo 13, the fields “Is a Customer” and “Is a Supplier” on a contact have been removed. Instead there are two new fields: Customer Rank and Supplier Rank – but they are not displayed.
Fortunately, if you create a contact from the Customer menu option it will be a Customer, which means that it will have Customer Rank set to 1 (the equivalent of Is a Customer set to ‘True’ in Odoo 12).
Note: In Odoo 13 it is possible to select any contact as a customer on a Quotation / Sales Order whether or not the Customer Rank is set.
Similar logic applies for suppliers / vendors.
The possible problems in Odoo 13 are
- We create a contact and then remember they should have been a customer (or a supplier)
- We have a contact who is both a customer and a supplier
So we will create a Server Action to set Customer Rank, or Supplier Rank, or both, to 1.
You need to be in Developer mode. Then navigate to Settings / Technical / Server Actions
Click on “Create”
- Enter an action name (“Set as Customer”)
- Select the Model (Contact / res.partner)
- In “Data to Write”
- Select the field (Customer Rank)
- Enter the value (1)
The next step is to click on “Create Contextual Action”
And you will find it in the “Action” dropdown:
It’s simple to go a little bit further, and set a contact to be both a customer and a supplier:
You could do the same in Odoo 12 or earlier, the only differences being the field names and values: